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Persistent-Nagarro deal: High on diversification, low on margin comfort

New Delhi, June 29 -- The Persistent Systems stock dropped 10% on Monday, hitting a 52-week low of Rs.4,312 following the acquisition of Munich-based digital engineering company Nagarro SE, its larges... Read More


The trade-off in the Persistent-Nagarro deal is hard to ignore

New Delhi, June 29 -- The Persistent Systems Ltd. stock fell 10% on Monday, hitting a 52-week low of Rs.4,312 following the acquisition of Munich-based Nagarro SE-its largest ever at an enterprise val... Read More


Cement makers strive to repair realizations; can investor sentiment revive?

New Delhi, June 23 -- Many listed cement manufacturers saw sales from the margin-accretive trade segment rise sequentially in the March quarter (Q4FY26). Trade-segment cement is sold through networks... Read More


For realty companies, there's shrinking room for complacency

New Delhi, June 22 -- The Brihanmumbai Municipal Corporation's (BMC) decision to suspend water supply to construction sites is a negative sentiment for Mumbai-focused realty firms. A scenario of prolo... Read More


Coforge's 2030 plan is bold. Now it needs global macros to turn favourable for IT sector

New Delhi, June 18 -- Coforge is looking to double revenue from about $2.6 billion in FY27 to $5 billion by FY30, and also improve profitability and free cash flows. The target implies a revenue CAGR ... Read More


Coforge's FY30 plan is bold. Now it needs global macros to turn favourable for IT sector

New Delhi, June 18 -- Coforge is looking to double revenue from about $2.6 billion in FY27 to $5 billion by FY30, and also improve profitability and free cash flows. The target implies a revenue CAGR ... Read More


Small- and mid-cap surge signals rising risk appetite. Will the rally endure?

New Delhi, June 17 -- Since the outbreak of the US-Iran conflict in late February, India's large-cap stocks have lagged amid sluggish earnings growth, while mid- and small-caps have emerged as market ... Read More


Is the global IT stock rout a wake-up call for AI optimists?

New Delhi, June 9 -- Optimism on an artificial intelligence-led investment boom is facing a reality check globally. What started with the tech-heavy Nasdaq Composite Index's over 4% drop on Friday-its... Read More


Another year of earnings disappointment? FY27 risks are mounting

New Delhi, June 8 -- India's real gross domestic product (GDP) grew an impressive 7.7% in FY26, up from 7.1% in FY25. The drag from US tariffs was offset by the strength in consumer spending and domes... Read More


Cement price hikes miss the mark as cost inflation struggle intensifies

New Delhi, June 4 -- Before the West Asia war broke out, the cement sector had one problem to deal with: muted prices. Intense competition and chase for market share kept prices under pressure in FY26... Read More